WiseFill

Auto extract key data from documents so plans start partially complete.

WiseAI

Give advisors and clients AI guidance grounded in their actual data.

Plan Analyzer

Turn old estate documents into a clear, actionable risk report.

Creating Plans

Guide clients through a stepwise flow that feels simple, not legalistic.

Legacy Capsule

Capture stories, values, and memories so the plan goes beyond assets.

Legacy Letter (Coming soon)

Leave a personal letter that explains the why behind your decisions.
By Audience

Advisor

Deliver turnkey planning that deepens relationships and grows AUM.

Employer

Offer modern estate and legacy planning as a differentiated benefit.

Attorney

Streamline intake and updates while you focus on complex legal work.

Individual

Create a plan that protects loved ones and captures what matters most.

By Use Case

Understand the estate

Get a clear picture of assets, documents, and decision makers in one view.

Stay updated

Keep plans current as life, assets, and laws change over time.

Legacy

Preserve stories, wishes, and guidance so family inherits more than money.
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Financial Advisor

Which are you?

Financial Advisor